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A net 20 per cent of fund managers surveyed this month by bank of america said companies were spending too much on their investments — the first time this has been a majority view in data. But the cracks are starting to show. For the first time in 20 years, ai bubble fears have fund managers saying companies are overdoing it

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A majority of global fund managers think companies are overinvesting, as market anxiety grows about the sustainability of the ai spending boom Nik martin 11/10/2025 billions have poured into ai, helping stock valuations soar Fund managers who've watched ai stocks deliver astronomical returns over the past 18 months aren't willing to be the ones who called the top too early

The professional cost of being wrong about timing has outweighed the risk of riding a bubble.

Concerns have been rampant in recent weeks that artificial intelligence stocks are in a bubble Now, even institutional fund managers are getting worried. Ai bubble about to pop as returns on investment fall short